1. Meet customers to sell all financial products.
2. Build relationships with clients and communities.
3. Provide solutions for short- and long-term financial goals.
4. Influence customers to buy FD who have no prior Deposit relationship.
5. Ensure proper customer profiling on each call / customer visit, to identify and
understand his/her needs and accordingly recommend investment and Insurance
options.
6. Obtain appropriate documents / information…
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